Fund Development Planning Template

Stop Guessing Your Way Through Fundraising

No more bouncing from grant to grant or campaign to campaign, trying to stitch together a fundraising strategy.

Receive a simple step-by-step fundraising roadmap designed for Executive Directors that helps you map out your entire 2026 fundraising strategy in a single day.

A favorite resource among first-time and seasoned Executive Directors alike.

Set the tone for this year. Start with a clear funding roadmap.

Get clarity on what you should focus on next to move your mission forward.

No more guessing which grants to apply for or what to prioritize next. Just a grounded plan that shows you exactly where to put your time and energy.

Make strategic decisions confidently in a fraction of the time.

With guided prompts and a clear structure, you’ll know exactly which steps move your mission forward, and which ones to stop doing.

Stop wasting hours on revenue streams that aren’t aligned with your priorities.

Focus only on what truly matters for your fundraising efforts in the next year. Let the noise fall away so you can lead with intention

If you felt scattered in your fundraising approach last year, there’s nothing wrong with your leadership. You’ve simply been juggling grants, campaigns, events, board needs, volunteers, and staff, without the structure or support you deserve. This template fixes that! With this roadmap, you will start feeling confident in your fundraising decisions and next steps. You will:

Determine exact funding priorities that align with your mission and goals.
Go through a series of questions to set your priorities and revenue goals.
Turn your insights into strategic priorities.
Create an actionable plan that you can revisit and follow, all year long.
Communicate fundraising priorities confidently to your board and staff.

Why I made this template and why it works!

I’m your go-to nonprofit strategist who’s obsessed with two things: clarity and making your life easier as an Executive Director.

Here’s the truth: what works beautifully for one nonprofit can fall completely flat for another. That’s why I don’t believe in generic fundraising advice or one-size-fits-all plans. I want you to have a structure that actually fits your organization, your capacity, and your goals.

Because having a clear plan? Game-changing.
But trying to lead your nonprofit by reacting to every fire? Exhausting and unsustainable.

And between managing staff, keeping programs running, writing grants, and answering board emails, I am guessing you don’t have time to reinvent your fundraising plan every month.

This is the same template I use with my clients to help them cut through the noise, get grounded, and focus on what truly moves their mission forward.

If you’re ready to step out of overwhelm and into strategic, confident leadership, let’s do this.